Dynamics 365 Finance Strategy & Partner Selection

We provide expert guidance to align Dynamics 365 investments with your finance strategy, roadmap and business case. This drives transformation success from day one, avoiding misaligned solutions and costly course corrections.

How We Unlock D365 Value

D365 Strategy and Vendor Selection

We support finance leaders from outset, shaping D365 strategy, roadmaps, business cases, and vendor evaluations. Ensures chosen solutions and partners align perfectly with finance, operational, and commercial goals, minimising early risks.

Core Capabilities

Setting the Foundation for a Controlled D365 Transformation

We help finance leaders shape clear Dynamics 365 strategies, build robust business cases and select the right delivery partners. Our focus is on defining scope, reducing early risk and setting programmes up for controlled, value led delivery.

Roadmap Development

Define D365 finance roadmaps aligned to operating model, growth plans and automation priorities.

Roadmap Development

Define D365 finance roadmaps aligned to operating model, growth plans and automation priorities.

Roadmap Development

Define D365 finance roadmaps aligned to operating model, growth plans and automation priorities.

Business Case Building

Build investment cases quantifying cost reduction, control improvement and working capital impact.

Business Case Building

Build investment cases quantifying cost reduction, control improvement and working capital impact.

Business Case Building

Build investment cases quantifying cost reduction, control improvement and working capital impact.

Partner Evaluation

Assess system integrators on finance depth, D365 capability and Power Platform delivery maturity.

Partner Evaluation

Assess system integrators on finance depth, D365 capability and Power Platform delivery maturity.

Partner Evaluation

Assess system integrators on finance depth, D365 capability and Power Platform delivery maturity.

Scope Definition

Define implementation scope aligned to regulatory, reporting and control requirements.

Scope Definition

Define implementation scope aligned to regulatory, reporting and control requirements.

Scope Definition

Define implementation scope aligned to regulatory, reporting and control requirements.

Risk Assessment

Identify data, process and migration risks early to reduce delivery and cutover failure.

Risk Assessment

Identify data, process and migration risks early to reduce delivery and cutover failure.

Risk Assessment

Identify data, process and migration risks early to reduce delivery and cutover failure.

Deployment Planning

Design cloud and hybrid deployment approaches with security and governance built in.

Deployment Planning

Design cloud and hybrid deployment approaches with security and governance built in.

Deployment Planning

Design cloud and hybrid deployment approaches with security and governance built in.

Key Outcomes

Clear Direction, Reduced Early Risk

Gain confidence from the outset that your Dynamics 365 programme is commercially sound, realistically scoped and aligned to finance priorities, before major cost, commitment or delivery risk is locked in.

Faster executive decisions

Clear options and trade offs enable confident board level approval

Faster executive decisions

Clear options and trade offs enable confident board level approval

Faster executive decisions

Clear options and trade offs enable confident board level approval

Stronger investment cases

Credible financial cases that stand up to scrutiny and challenge

Stronger investment cases

Credible financial cases that stand up to scrutiny and challenge

Stronger investment cases

Credible financial cases that stand up to scrutiny and challenge

Reduced delivery risk

Early identification of data, scope and partner risks

Reduced delivery risk

Early identification of data, scope and partner risks

Reduced delivery risk

Early identification of data, scope and partner risks

Better partner outcomes

Right integrator selection improves delivery quality and accountability

Better partner outcomes

Right integrator selection improves delivery quality and accountability

Better partner outcomes

Right integrator selection improves delivery quality and accountability

Get in touch

Ready to modernise your finance function? Let’s talk.

Whether you’re tackling process challenges, preparing for automation, or accelerating digital transformation, we’re here to support you. Reach out to discuss your goals — no pressure, no obligation.